# Barnstone Advisors LLC

> Barnstone Advisors LLC is an SEC-registered investment advisory firm in Phoenixville, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 144511
- Filed as: BARNSTONE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenixville, PA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144511
- AdvisorCensus page: https://advisorcensus.com/firm/barnstone-advisors-llc-phoenixville-pa-144511

## Quick answers

**How is Barnstone Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barnstone Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does Barnstone Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 27, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Barnstone Advisors LLC located?**
Barnstone Advisors LLC's principal office is in Phoenixville, PA, according to its Form ADV.

**Is Barnstone Advisors LLC registered with the SEC or a state?**
Barnstone Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 144511.

**How much does Barnstone Advisors LLC manage?**
Barnstone Advisors LLC reports $241,063,476 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**How have Barnstone Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Barnstone Advisors LLC: Regulatory assets under management: $168,390,482 in the October 2021 data and $241,063,476 in the October 2026 data, up 43%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barnstone Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (33).

**Which custodians does Barnstone Advisors LLC use?**
Barnstone Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Barnstone Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144511

**Does Barnstone Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 27, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Barnstone Advisors LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $214,617,259 to $241,063,476 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our annual fee for portfolio management services is equal to up to 1.00% of the market value of your assets under our management.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,063,476
- Discretionary: $241,063,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $14,495,354 |
| High net worth individuals | 33 | $208,781,685 |
| Charitable organizations | Fewer than 5 | $17,786,437 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, GA, NH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barnstoneadvisors.com
- LinkedIn @BARNSTONE-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,390,482 | 2 | May 5, 2021 |
| October 2022 | $164,160,000 | 3 | February 14, 2022 |
| October 2023 | $149,810,436 | 3 | February 6, 2023 |
| October 2024 | $178,000,000 | 3 | March 13, 2024 |
| October 2025 | $214,617,259 | 4 | April 9, 2025 |
| October 2026 | $241,063,476 | 4 | January 27, 2026 |

Regulatory assets under management: $168,390,482 in the October 2021 data and $241,063,476 in the October 2026 data, up 43%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $214,617,259 to $241,063,476 (+12%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barnstone Advisors LLC (CRD 144511): Form ADV filing data as of October 2026.